Columbia Advisory Partners LLC Ishares Core S&P 500 ETF Transaction History

Columbia Advisory Partners LLC

$122 Million
Q3 2025

A detailed history of Columbia Advisory Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 344 shares of IVV stock, worth $232,306. This represents 0.19% of its overall portfolio holdings.

Number of Shares

344

Previous 336 2.38%

Holding current value

$232,306

Previous $208,000 10.58%

% of portfolio

0.19%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$620.67 - $670.08 $4,965 - $5,360	8 Added 2.38%	344 $230,000
Q2 2025 Jul 23, 2025	BUY	$498.8 - $620.9 $167,596 - $208,622	336 New	336 $208,000
Q1 2024 Apr 12, 2024	SELL	$469.56 - $525.73 $114,103 - $127,752	-243 Reduced 30.45%	555 $291,000
Q4 2023 Jan 09, 2024	SELL	$412.55 - $479.0 $1,237 - $1,437	-3 Reduced 0.37%	798 $381,000
Q3 2023 Oct 16, 2023	BUY	$427.76 - $460.18 $5,133 - $5,522	12 Added 1.52%	801 $343,000

Q2 2023 Aug 02, 2023	SELL	$406.17 - $445.71 $114,539 - $125,690	-282 Reduced 26.33%	789 $351,000
Q1 2023 May 09, 2023	SELL	$381.13 - $418.66 $234,394 - $257,475	-615 Reduced 36.48%	1,071 $440,000
Q4 2022 Jan 27, 2023	BUY	$357.98 - $409.32 $603,554 - $690,113	1,686 New	1,686 $647,000

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Columbia Advisory Partners LLC Ishares Core S&P 500 ETF Transaction History